+730.6%
DVN vs PTEN
+1,970.6%
-1,240.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.3% |
| 7D | -0.1% | -1.7% | +1.6% | +0.6% |
| 30D | +8.0% | +18.6% | -10.6% | +0.1% |
| 3M | +11.9% | +12.5% | -0.5% | +5.4% |
| 6M | +10.6% | +41.9% | -31.2% | -6.5% |
| YTD | +35.4% | +117.8% | -82.4% | -5.5% |
| 1Y | +46.5% | +145.3% | -98.9% | -3.8% |
| 3Y | +3.0% | -2.8% | +5.8% | -3.0% |
| 5Y | +120.5% | +93.4% | +27.1% | +47.6% |
| 10Y | +62.5% | -16.6% | +79.0% | +33.1% |
| All | +730.6% | +1,970.6% | -1,240.0% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling